International Flavors & Fragrances reported Q4 2025 results with mixed performance. Revenue of $2.59 billion beat analyst expectations despite a 6.6% year-over-year sales decline. However, earnings per share of $0.80 missed consensus estimates. The company attributed its resilience to disciplined execution, new customer wins, and productivity improvements, along with investments in research and development and a strengthened balance sheet. Following the earnings report, Barclays maintained an Overweight rating and raised its price target to $91. The consensus analyst rating across eighteen analysts is Moderate Buy with an average one-year price target of $90.84. Recent analyst actions included target increases from Wells Fargo, Oppenheimer, and UBS, though BNP Paribas Exane lowered its target. Thrivent Financial reduced its stake by 73.4% during the third quarter.
Read full analysisInternational Flavors & Fragrances reported Q4 2025 results with mixed performance. Revenue of $2.59 billion beat analyst expectations despite a 6.6% year-over-year sales decline. However, earnings per share of $0.80 missed consensus estimates. The company attributed its resilience to disciplined execution, new customer wins, and productivity improvements, along with investments in research and development and a strengthened balance sheet. Following the earnings report, Barclays maintained an Overweight rating and raised its price target to $91. The consensus analyst rating across eighteen analysts is Moderate Buy with an average one-year price target of $90.84. Recent analyst actions included target increases from Wells Fargo, Oppenheimer, and UBS, though BNP Paribas Exane lowered its target. Thrivent Financial reduced its stake by 73.4% during the third quarter.
International Flavors & Fragrances is a global producer of flavors, fragrances, and specialty ingredients used in food, beverages, personal care, and household products. The company is currently undergoing a restructuring that includes a potential sale of its Food Ingredients business. Its recent mixed Q4 earnings — with revenue beating but EPS missing estimates — set the backdrop for today's pullback after a sharp February rally.